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ARGENT WEALTH, LLC
CRD 311685File 801-120152
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$487.3M
Above cohort median (national)
Discretionary AUM
$487.3M
Clients
470
844 accounts
Employees
11
Top 25% of cohort in MS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 14, 2021
- Principal office
- 1020 HIGHLAND COLONY PARKWAY, SUITE 603, RIDGELAND, MS, 39157
- Phone
- 601-957-0323
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $487.3M
- Discretionary AUM
- $487.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 844
- Non-discretionary accounts
- 0
- Total accounts
- 844
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $18.9M |
| Charitable organizations | 7 | $11.1M |
| High net worth individuals | 139 | $384.2M |
| Individuals (other than high net worth individuals) | 311 | $73.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2026 | Clients | 433 | 470 | increased by37 |
| Apr 1, 2026 | AUM | $439,274,235 | $487,289,663 | increased by$48,015,428 |
| Apr 1, 2026 | Accounts | 787 | 844 | increased by57 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 439 | 433 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $405,070,534 | $439,274,235 | increased by$34,203,701 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 831 | 787 | decreased by44 |
| Apr 1, 2022 | Employees | 10 | 9 | decreased by1 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 69 | 439 | increased by370 |
| Apr 1, 2022 | AUM | $134,327,000 | $405,070,534 | increased by$270,743,534 |
| Apr 1, 2022 | Accounts | 69 | 831 | increased by762 |
| Jun 1, 2021 | Registration | APPROVED-120 | APPROVED | |
| Jun 1, 2021 | AUM | $0 | $134,327,000 | increased by$134,327,000 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ARGENT WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARGENT WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.